| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 882 | $262,536.15 | $213,558.66 | -$48,977.49 | -18.66% |
| EI Excelsior Investors Intelligent Financial Strategies | 690 | $183,499.11 | $167,649.3 | -$15,849.81 | -8.64% |
| TA Thomas Anderton 626 Financial LLC | 998 | $224,848.72 | $243,332.36 | $18,483.64 | 8.22% |
Morgan Christen Spinnaker Investment Group LLC | 1,292 | $365,457.01 | $314,085.21 | -$51,371.8 | -14.06% |
W. Travis McKinney HB Wealth Management LLC | 82,678 | $22.43M | $20.05M | -$2.38M | -10.62% |
| LF Lukas Feh LGT Group Foundation | 194,402 | $57.47M | $47.26M | -$10.21M | -17.76% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 93,852 | $28.9M | $22.84M | -$6.07M | -20.99% |
| MC mike Chen Byrne Asset Management LLC | 1,303 | $372,629.71 | $316,029.62 | -$56,600.09 | -15.19% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 824 | $256,772.42 | $199,754.08 | -$57,018.34 | -22.21% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 2,521 | $685,708.97 | $609,955.95 | -$75,753.02 | -11.05% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 2,794 | $755,246.14 | $676,092.12 | -$79,154.02 | -10.48% |
Russell Mohberg Regatta Capital Group LLC | 7,967 | $2.04M | $1.94M | -$99,189.77 | -4.86% |
Timothy Taylor TCM Advisors LLC | 2,200 | $586,909.02 | $534,919 | -$51,990.02 | -8.86% |
Courtney Lawson Autumn Glory Partners LLC | 2,005 | $538,717.78 | $488,458.1 | -$50,259.68 | -9.33% |
Jeremy Baltz Raleigh Capital Management Inc. | 1,692 | $479,983.76 | $410,200.02 | -$69,783.74 | -14.54% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 1,940 | $513,930.11 | $473,321.2 | -$40,608.91 | -7.9% |
Michelle McCarthy Vantage Financial Partners LLC | 1,480 | $451,158.83 | $360,557.6 | -$90,601.23 | -20.08% |
Allison Tronnes Forum Financial Management LP | 9,372 | $2.66M | $2.28M | -$378,912.52 | -14.27% |
| DC Debora Caley Richwood Investment Advisors LLC | 3,800 | $1.19M | $920,094 | -$266,793.5 | -22.48% |
Paul Elam Oak Harbor Wealth Partners LLC | 11,163 | $3.1M | $2.72M | -$376,332.71 | -12.15% |